Unpacking a Thai Investor's Portfolio
Stay informed with our free disruptive technology investing newsletter, Nanalyze Weekly. Sign up now at https://www.nanalyze.com/nanalyze-weekly/. This episode is pulled from a YouTube presentation. View the original presentation at https://youtu.be/E79Qbb3LoPY. We unpack a 32 year old Thai investor's portfolio starting with a holistic look at his asset classes. About half of his exposure is to Thai stocks, something he feels comfortable with given his finance background and local knowledge. Despite that, we see some domestic bias risk from having so much exposure to a single country that's a…
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